Import or Update Locations

This article describes how to import or update location information in Compliance Manager. Admin users can upload new locations in bulk or modify existing ones using an import file, ensuring accurate and up-to-date location data across the organization.

• Import Locations
• Update Locations

Import Locations

Follow these steps to Import Locations:

1. Navigate to Admin and select Bulk Location Import Files from the left menu. The Bulk Location Uploads screen will appear. 
2. Hover over the Add icon. The Bulk Upload window will appear. 
3. Download the XLSM data file and fill out the required information in the appropriate column.
4. Save the updated file on your local machine.
5. Upload the file by dragging and dropping or by browsing through the Upload Files box.
6. Select Upload Locations. Once finished, the system will notify the users, and the upload will appear on the Bulk Location Import Files page, where the users can review totals for new, updated, and invalid locations.
7. Users can access the menu on the right side of each entry in the table to download the file or invalid records. 

Update Locations

Use the same upload spreadsheet to update existing locations. When the Client ID in column A matches a record in Compliance Manager, the system updates that location’s profile with any new or changed details from the spreadsheet, replacing outdated information as needed.

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